Your Portfolio Solutions® Financial Advisor and Client Relationship Manager are available to serve you and can be contacted directly anytime.  Our wider-team of professionals is also at your service if you wish, and can be contacted at for support with these common situations:

  • Access to your PS Portal 
  • Access to a tutorial for one of our technologies 
  • Help with eMoney
  • Help with ZOOM, our videoconferencing software
  • Any other questions you may have

Access us by email at


If you would like to learn more about becoming a client, please email us at